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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

JODY GAIL ZIRN

Advisor at KESTRA PRIVATE WEALTH SERVICES, LLC

STUART, FL | AUSTIN, TX

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Search this name across graphsid dfx:ria:b3458335-625c-b876-2c0e-d6c4eacb4c5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KESTRA PRIVATE WEALTH SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 9, 2003
First registration: Jan 7, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 2634404

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KESTRA PRIVATE WEALTH SERVICES, LLC	Bd affiliated wealth	Sep 17, 2015	n/a	yes	STUART, FL\|AUSTIN, TX	Current employment
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Oct 4, 2013	Jan 6, 2015	no	PALM BEACH, FL	Previous registration
BRYANT & BRANNOCK, LLC.	State registered	Sep 28, 2009	Mar 14, 2012	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 7, 2004	Sep 10, 2009	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUNTRUST INVESTMENT SERVICES, INC.	KESTRA PRIVATE WEALTH SERVICES, LLC	Jan 6, 2015	Sep 17, 2015	254	Firm change	Other
BRYANT & BRANNOCK, LLC.	SUNTRUST INVESTMENT SERVICES, INC.	Mar 14, 2012	Oct 4, 2013	569	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BRYANT & BRANNOCK, LLC.	Sep 10, 2009	Sep 28, 2009	18	Firm change	Wirehouse to state RIA

Relationships

Registered with (4)

→ KESTRA PRIVATE WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Sep 17, 2015 to presentfactForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 4, 2013 to Jan 6, 2015factForm ADV
→ BRYANT & BRANNOCK, LLC.Registered adviserregistration: previous registration
Sep 28, 2009 to Mar 14, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 7, 2004 to Sep 10, 2009factForm ADV

Dated events

No dated event names this entity yet.